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2,247 hedge funds and large institutions have $91.4B invested in Starbucks in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,017 increasing their positions, 793 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 92

28% more repeat investments, than reductions

Existing positions increased: 1,017 | Existing positions reduced: 793

2% more capital invested

Capital invested by funds: $89.7B → $91.4B (+$1.74B)

1% more funds holding

Funds holding: 2,2292,247 (+18)

0.27% less ownership

Funds ownership: 70.02%69.75% (-0.27%)

16% less funds holding in top 10

Funds holding in top 10: 7765 (-12)

41% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.62B

Holders
2,247
Holders Change
+18
Holders Change %
+0.81%
% of All Funds
39.11%
Holding in Top 10
65
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.58%
% of All Funds
1.13%
New
135
Increased
1,017
Reduced
793
Closed
92
Calls
$1.56B
Puts
$2.62B
Net Calls
-$1.06B
Net Calls Change
-$502M
Name Holding Trade Value Shares
Change
Change in
Stake
DL
1301
DOHJ LLC
Washington
$1.06M -$21K -186 -2%
LWAM
1302
Legacy Wealth Asset Management
Minnesota
$1.06M +$1.13K +10 +0.1%
IC
1303
Inscription Capital
Texas
$1.05M -$1.72M -15,196 -62%
BSA
1304
Braun Stacey Associates
New York
$1.05M -$614K -5,434 -37%
PWP
1305
Principle Wealth Partners
Connecticut
$1.05M -$24.9K -220 -2%
PO
1306
Private Ocean
California
$1.05M -$56.1K -496 -5%
CT
1307
Columbia Trust
Oregon
$1.05M +$88K +778 +9%
AC
1308
Abbrea Capital
California
$1.05M +$150K +1,330 +16%
OFS
1309
Orrstown Financial Services
Pennsylvania
$1.04M -$47.1K -417 -4%
CPIA
1310
Cornell Pochily Investment Advisors
New York
$1.04M -$20.2K -179 -2%
FCA
1311
FLC Capital Advisors
California
$1.04M +$22.6K +200 +2%
BCP
1312
Berkeley Capital Partners
Georgia
$1.04M -$9.84K -87 -0.9%
SIC
1313
SFE Investment Counsel
California
$1.04M -$2.83K -25 -0.3%
AWM
1314
Avior Wealth Management
Nebraska
$1.04M -$170K -1,503 -14%
SIG
1315
Sargent Investment Group
Maryland
$1.03M -$32.8K -290 -3%
CWS
1316
Cypress Wealth Services
California
$1.03M -$471K -4,162 -31%
AWA
1317
Arkadios Wealth Advisors
Georgia
$1.03M +$229K +2,025 +28%
SIAG
1318
Signet Investment Advisory Group
Rhode Island
$1.03M +$22.7K +201 +2%
BOPW
1319
Brandywine Oak Private Wealth
Pennsylvania
$1.02M +$363K +3,214 +54%
CFMC
1320
Curbstone Financial Management Corp
New Hampshire
$1.02M
BRWM
1321
B. Riley Wealth Management
Tennessee
$1.02M +$3.39K +30 +0.3%
NL
1322
Navalign LLC
California
$1.02M +$31.1K +275 +3%
SWMG
1323
Strategic Wealth Management Group
Maryland
$1.02M -$638K -5,642 -38%
CHJWM
1324
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M +$1.7K +15 +0.2%
HDIM
1325
Hanson & Doremus Investment Management
Vermont
$1.02M -$332K -2,938 -20%

SBUX Hedge Fund Activity: Q2 2021 in Review

2,247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2021, worth a combined $91.4B — up 1.9% from $89.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SBUX positions and 92 closed out — a net gain of 43 holders — while 1,017 added to existing stakes and 793 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $259M. The largest seller was Fidelity Investments, cutting an estimated $670M.

  • 2,247 institutional investors held Starbucks (SBUX) as of Q2 2021, up from 2,229 in Q1 2021.
  • Funds reported $91.4B of Starbucks stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 135 funds opened new Starbucks positions in Q2 2021 and 92 closed out, a net change of +43 holders.
  • The largest Starbucks buyer in Q2 2021 was Two Sigma Advisers, an estimated $259M added.
  • The largest Starbucks seller in Q2 2021 was Fidelity Investments, an estimated $670M sold.

Based on aggregated 13F filings for Q2 2021.